See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,037 | $106,749+79.9% | $145,433+32.0% | $82,448+132.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.04% | 27.59%-8.6pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $4,991 | $3,444+44.9% | $4,554+9.6% | $2,551+95.7% |
| Participant deferral / active EE | $8,982 | $6,519+37.8% | $7,897+13.7% | $4,139+117.0% |
| Admin fee / account holder | $1,762 | $8,390-79.0% | $13,129-86.6% | $7,234-75.6% |